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Please bear with us, this article is under construction.

Describe the settings per client settings tab:

Module settings for Documents

Via the module settings,

Below are the most commonly used settings on documents.

To access these settings:

  1. press the Client settings button on your startBoard

  2. Click on the Documents tab.

  3. By hovering over the settings for a few seconds, the explanation of the settings are presented.

 The most commonly used settings on documents

GENERAL

PDF

This setting specifies if a document should be converted to PDF after an upload. Note: If set to “Yes” the storage use will increase. It is set to “Yes” by default.

Markup

When “PDF = yes”. This setting specifies if for each page a high-resolution image should be generated for markup and contract abstraction. The storage usage will increase with 100-200 Kb for each document.

Hide thumbnail placeholder

When a document reference is shown as a thumbnail image, but no document has been selected, should a thumbnail placeholder be shown or not?

Version numbering

If you upload a new document version the version number is automatically increased. You can specify which numbering scheme should be used. If you upload a different file format to a document, the version numbering will reset.

Related documents

You can specify how you want to navigate the related documents in sub menus, such as projects, properties and contracts. If you typically have a small number of objects you can choose the list option. If you work with folders you can directly show the main folder. By default a search screen is shown.

Only inherit “none” access

Documents can inherit the access from the objects that they are linked to. The maximum of the access to the related objects is used. If this setting is turned on, the access is only inherited from the related objects if the maximum is “none”. If the maximum is “view” or “full”, the access is not inherited. In that case only the access rights related to the document itself are considered.

UPLOAD/DOWNLOAD

Specify category on upload

When uploading a document, the user has to specify which category the document should be uploaded to.

Default category on upload

When the setting is “Yes”, the default category (user dependent) will be used when uploading documents without a category. If the setting is on “No” it is mandatory to specify the category folder when uploading.

Drag and drop

You can specify if the drag and drop function for uploading documents must be activated. This uses a signed java applet. The value set here is the default value for

Maximum upload size MB

The maximum upload size a document is allowed to be in MB's.

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